Legal & Finance

Best legal & finance professionals

Browse top-rated legal & finance professionals on TidyCal. Compare ratings, read reviews, and book your session in just a few clicks.

All Legal consulting (387) Tax preparation (110) Financial planning (337) Bookkeeping (76) Insurance consulting (76) Estate planning (12)

Top legal & finance professionals

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Connecticut Notary On-Demand

Connecticut Notary On-Demand

Connecticut Notary & Apostille Services On-DemandNeed a document notarized quickly and conveniently? Our Connecticut Notary On-Demand service makes scheduling fast, easy, and reliable. Whether you require in-person mobile notarization anywhere in Connecticut or secure Remote Notarization, we are here to help on your schedule.We notarize a wide range of documents, including:Real estate closings & loan documentsPower of Attorney, Wills & TrustsAffidavits & CertificationsMedical &am...

Starting at

$10.00

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John Sim

Complimentary Consultation (30-min only)

This complimentary estate planning consultation will explain the scope of the estate planning services, typical charges and to address any questions you may have.If you are using your mobile phone to access the video conference, please download the Meetn.com app first.iOS: https://apps.apple.com/us/app/meetn/id1479818305Android: https://play.google.com/store/apps/details?id=com.meetn.app

Starting at

Free

A

AJ Grant

Tax meeting

This meeting is set to discuss taxes and to collect all paperwork necessary to do your taxes.

Starting at

Free

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Jennifer

Virtual Tax Preparation

Out-of-state clients and/or clients with limited schedule flexibility can schedule an appointment for virtual preparation.

Starting at

Free

D

Dustin Wong

Tax Documents Drop off

Book a meeting with me for 20 minutes! I'll take a quick look at the tax documents for the year as well as skim through the tax organizer to see if there are any questions I may have or things that may be missing to complete the tax return and answer any quick questions.

Starting at

Free

T

Tax Smartermo

Onboarding

This onboarding consultation will walk you through setting up your software system. What We’ll Cover: Complete walkthrough of your software dashboard EFIN verification and office info setup Branding your software (add your logo, pricing, and forms) System preferences (bank enrollment, user setup, and more) Review of your Vault access and starter forms Answering all your setup & tech questionsAt Tax Monarc, your time is valuable—and so is ours. If you miss two (2) scheduled appointments witho...

Starting at

Free

L

Luntadila Paulo, CPA, MBA

Free Tax Return Review

Book your FREE Tax Return ReviewOn this call, we’ll review the tax return you filed to:spot potential red flags that could trigger an IRS notice or audit, andidentify missed tax benefits (deductions and credits) that may save you money.Please bring:a copy of the tax return you filed (federal + state), andthe documents used to prepare it (W-2s, 1099s, K-1s, expense summaries, bookkeeping reports, etc.).To learn more about our tax services, visit our website by clicking here!Follow us on social me...

Starting at

Free

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Diamond Senior Living

Meet with Richard

"Unlock Your Financial Potential"Meet with Richard, our expert financial advisor, for a quick, personalized session designed to help you achieve your financial goals. Whether you're planning for retirement, saving for a big purchase, or just looking to improve your financial health, a consultation with Richard can put you on the right path. Schedule your session today and take the first step toward a brighter financial future.Notable Accolades:Chief Business Officer of Meridian Venture PartnersE...

Starting at

Free

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Kelly Duckery

Financial Consultation

How Often Do You Think About Money?Are you interested in gaining a better understanding of your financial situation and discovering potential opportunities for growth and improvement? Let's schedule a complimentary Financial Needs Analysis.During this personalized session, I will conduct a comprehensive review of your current financial status, taking into account your income, expenses, savings, investments, and future goals. I will provide valuable insights and tailored recommendations to help y...

Starting at

Free

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GooFeather Enterprises

Life Insurance Quote

Life insurance is an essential part of any comprehensive financial plan, providing individuals with the peace of mind that their loved ones will be taken care of in the event of an unexpected death or disability.

Starting at

Free

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Corey M Stackhouse, CFP®

(45 min ZOOM) Current Client Appt Request

These times are available for current clients of Stack Enterprises (Flexible Topic Discussion)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at

Free

A

Aroune Gibirila

Living Benefits

Thank you for expressing interest in our services. We are happy to offer you a free consultation to discuss how we can best meet your needs. Please provide us with your information and schedule a time for our meeting, which typically lasts between 15 minutes and an hour. We look forward to speaking with you soon.

Starting at

Free

R

Ruthie Thee Truth

30 Minute Financial Strategy Call

Welcome to Ruthie’s 30 Minute Financial Strategy Call booking page!Are you still struggling to get your credit and finances back on track?There are so many goals that you simply won’t be able to accomplish without your finances and credit being in order…Parenting Goals, Relationship Goals, Student Loan Debt-Relief Goals, Savings Goals, Financial Investment Goals, Weight Loss Goals, Organization Goals, Buying a new house, car, etc…No matter how many of the goals above are on your list, you will s...

Starting at

Free

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Natasha Carrillo

Clarity Session

In this meeting, we will: Identify your top 3 goals and prioritiesReview your spending for the past 3 months and determine alignment with your goals.Create an initial action plan to achieve your top 3 goals.Check your email for detailed instructions on pre-work to be completed before our meeting.HomeClarity SessionContact

Starting at

Free

S

Savvi Global

Complimentary Discovery Session

This is an opportunity for you to express your goals and aspirations. We're excited to explore how we can assist you in achieving your desired outcomes.During this time, our focus is on understanding you better and identifying ways we can be of support. It's not just about giving advice; it's about building a partnership based on your unique needs and aspirations. Your financial transformation begins here.

Starting at

Free

D

Diamond Senior Living

Meet with Victor

"Your financial outlook never looked so bright!"A lot can happen when you work with a fiduciary! Meet with Victor, one of our experienced Registered Investment Advisors, to review your finances, address pressing concerns, and get clear, actionable steps to improve your financial well-being. Whether you're a seasoned investor or just starting out, Victor will help you make the most of your money. Schedule your session and take control of your financial future today.Notable Accolades:Chief Executi...

Starting at

Free

K

Kiera Conley

15 Minute Consultation

In this consultation we will discuss what exactly is needed for your appointment (documents, identification, etc), appointment details, as well as a custom quote for service. Book today to know your next steps.

Starting at

Free

F

Fox Valley Mobile Notaries and @MobileNotaries

Estate Planning Documents Mobile Notary Signing - 1 WITNESS NEEDED

This is for Estate Planning Documents that you need signed with a mobile notary. WE WILL PROVIDE 1 WITNESS.Includes:**Power of Attorney**Trust Documents**Estate Planning Documents (include Last Will & Testament)**Real Estate Documents

Starting at

$200.00

M

Moon Group

Centro Jurídico Internacional - Consulta Legal Telefónica

La consulta telefónica de 25 minutos con el Centro Jurídico Internacional es una herramienta valiosa para acceder a asesoramiento legal de calidad sin complicaciones. Desde la comodidad de tu hogar u oficina, puedes resolver tus preguntas legales con la ayuda de nuestros experimentados abogados.No dudes en reservar tu consulta con nosotros. Estamos aquí para ayudarte y, a la hora acordada, nos pondremos en contacto contigo para brindarte la asesoría que necesitas.¡Haz tu reserva ahora!

Starting at

€180.00

D

Derek Boyce

Barilife Patient Success Call

Let's see how we can help your patients, and what we can do to give them the best service. Or happy to give advice on your biggest patient problems and concerns.

Starting at

Free

Frequently asked questions

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Some legal & finance providers offer free sessions, while others charge a fee. Prices are listed on each provider's card above.

Ratings are based on verified reviews from real clients who have booked sessions through TidyCal. The average rating for legal & finance providers is 4.7 out of 5.

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